Xero
12 articles, in order
- Xero Integration OverviewThe Xero integration posts your Qoblex accounting activity into Xero: sales invoices and their payments, supplier bills and their payments, inventory journals, and manufacturing postings.9 min
- Xero Sales SettingsThe Sales settings tab controls how Qoblex posts your sales invoices and customer payments to Xero: which ledger account the invoice lines land in, which tracking category they carry, the status the…6 min
- Xero Purchases SettingsThe Purchases tab of your Xero integration controls how Qoblex posts supplier bills and bill payments to Xero: which ledger account each bill line uses, how separate expense charges are coded, whether…6 min
- Xero Inventory, COGS, and Adjustments SettingsThe Inventory tab of your Xero integration settings tells Qoblex which Xero accounts to use when it posts the value of your stock movements: where the value of stock on hand sits, where the cost of…7 min
- Keep Your Products Untracked in XeroWhen you connect Xero, Qoblex stays in charge of your stock.8 min
- Xero Manufacturing SettingsThe Manufacturing tab of your Xero settings controls the Xero ledger account that receives the extra production costs recorded on manufacturing (production) orders — the values in the Labor / Overhead cost column on the production order.6 min
- Xero Tax MappingsTax mappings tell Qoblex which Xero tax rate to use when it posts your sales and purchasing documents to Xero.5 min
- How Contacts Map Between Qoblex and XeroThis article explains how customer and supplier contacts move between Qoblex and Xero: which Xero contacts are imported, how existing records are matched, and exactly which fields map in each direction.5 min
- Xero Override Rules and Tracking CategoriesEach section of your Xero settings has a default ledger account that Qoblex posts to when it syncs a transaction.7 min
- Xero Sync Status and Manual SyncThe Sync Status tab in your Xero settings lists the Qoblex transactions that sync to Xero, shows whether each one reached Xero, and lets you push selected transactions to Xero on demand.4 min
- Disconnect XeroDisconnecting Xero removes the accounting integration from Qoblex: it revokes Qoblex’s connection to your Xero organization and deletes the saved Xero integration record and credentials in Qoblex.4 min
- Troubleshooting the Xero IntegrationThis article helps you resolve the most common problems with the Xero integration: settings that will not save, accounts or tax rates that do not appear in the dropdowns, and transactions that do not reach Xero.8 min